UVV vs. MO
Compare and contrast key facts about Universal Corporation (UVV) and Altria Group, Inc. (MO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UVV or MO.
Key characteristics
| UVV | MO | |
|---|---|---|
| YTD Return | -15.30% | 45.89% |
| 1Y Return | 7.40% | 49.78% |
| 3Y Return (Ann) | 9.37% | 16.44% |
| 5Y Return (Ann) | 7.39% | 11.62% |
| 10Y Return (Ann) | 8.59% | 7.86% |
| Sharpe Ratio | 0.34 | 2.84 |
| Sortino Ratio | 0.61 | 4.05 |
| Omega Ratio | 1.09 | 1.56 |
| Calmar Ratio | 0.31 | 2.58 |
| Martin Ratio | 0.46 | 15.99 |
| Ulcer Index | 19.74% | 3.17% |
| Daily Std Dev | 26.94% | 17.82% |
| Max Drawdown | -69.75% | -82.48% |
| Current Drawdown | -15.30% | 0.00% |
Fundamentals
| UVV | MO | |
|---|---|---|
| Market Cap | $1.31B | $91.40B |
| EPS | $4.87 | $5.92 |
| PE Ratio | 10.86 | 9.11 |
| PEG Ratio | 0.00 | 4.31 |
| Total Revenue (TTM) | $2.19B | $21.28B |
| Gross Profit (TTM) | $411.53M | $14.22B |
| EBITDA (TTM) | $216.98M | $12.67B |
Correlation
The correlation between UVV and MO is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UVV vs. MO - Performance Comparison
In the year-to-date period, UVV achieves a -15.30% return, which is significantly lower than MO's 45.89% return. Over the past 10 years, UVV has outperformed MO with an annualized return of 8.59%, while MO has yielded a comparatively lower 7.86% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UVV vs. MO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Corporation (UVV) and Altria Group, Inc. (MO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
UVV vs. MO - Dividend Comparison
UVV's dividend yield for the trailing twelve months is around 6.00%, less than MO's 7.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UVV Universal Corporation | 6.00% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% | 4.64% | 3.66% |
MO Altria Group, Inc. | 7.17% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% | 4.79% |
Drawdowns
UVV vs. MO - Drawdown Comparison
The maximum UVV drawdown since its inception was -69.75%, smaller than the maximum MO drawdown of -82.48%. Use the drawdown chart below to compare losses from any high point for UVV and MO. For additional features, visit the drawdowns tool.
Volatility
UVV vs. MO - Volatility Comparison
The current volatility for Universal Corporation (UVV) is 7.08%, while Altria Group, Inc. (MO) has a volatility of 8.52%. This indicates that UVV experiences smaller price fluctuations and is considered to be less risky than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UVV vs. MO - Financials Comparison
This section allows you to compare key financial metrics between Universal Corporation and Altria Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities